CRM And Automation Specialist

MicroSourcing International; Manila; Hybrid; PHP 700,000 - 1,100,000; Full time

Benefits offered by this job

Healthcare coverage from day one

Group life insurance

Performance bonuses

Flexible work arrangements

Job summary

MicroSourcing is seeking a CRM & Automation Specialist to design and operate automated customer journeys within HubSpot, spanning trial, onboarding, engagement, and re-engagement. You will configure triggers, build segments, and maintain scoring and routing to Sales with full context.

The role emphasizes collaboration with Sales and Customer Success, performance testing, and data-driven optimization to improve conversions and revenue across Marketing, Sales, and CS teams.

Qualifications

• Hands-on experience building and managing automated marketing journeys in HubSpot.
• Experience with behavioral triggers, workflow automation, segmentation, and lifecycle marketing.
• Experience maintaining lead scoring models and automated lead routing processes.
• Strong understanding of customer lifecycle stages, conversion funnels, and marketing automation principles.
• Experience analyzing journey performance using conversion, engagement, and revenue metrics.

Responsibilities

• Design and build automated, multi-branch customer journeys in HubSpot across the full lifecycle.
• Configure behavioral triggers using data signals related to pages viewed, engagement, and trial status.
• Build and maintain audience segments based on lifecycle stage, value tier, and behavior.
• Maintain lead scoring models and automated routing rules to Sales with context.
• Set up and run automated journey tests and measure impact on performance.
• Analyze end-to-end journeys to identify drop-offs and automation opportunities.
• Report on journey performance, conversions, time to convert, and revenue attribution.
• Collaborate with Sales and Customer Success to support engagement and handover.

Skills

HubSpot automation

Lifecycle marketing

Lead scoring

Lifecycle concepts

Journey analytics

Tools

HubSpot

Job description

Job Description:

Discover your 100% YOU with MicroSourcing!

Position: CRM & Automation Specialist

Location: Eastwood, Quezon City

Work setup & shift: Hybrid | Dayshift

Why join MicroSourcing?

You'll Have

Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, group life insurance, and performance bonuses

A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.

Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.

Career Growth: Take advantage of opportunities for continuous learning and career advancement.

Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

As a CRM & Automation Specialist, you will:

• Design and build automated, multi-branch customer journeys in HubSpot across the full lifecycle, including trial conversion, onboarding, engagement, winback, cart abandonment, and re-engagement.
• Configure behavioral triggers using data signals such as pages and topics viewed, access-denied hits, engagement decay, score movement, trial stage, and checkout drop-off.
• Build and maintain self-updating audience segments based on lifecycle stage, value tier, ICP fit, behavior, and engagement.
• Maintain lead scoring models and automated routing rules that pass qualified leads to Sales with relevant context such as source, score, pages viewed, and trial status.
• Set up and execute automated journey and lifecycle tests against control groups to measure the impact of journey structure, timing, sequencing, triggers, and offers.
• Analyze end-to-end customer journeys to identify drop-off points and opportunities for automation across Marketing, Sales, and Customer Success.
• Report on journey and lifecycle performance, including conversion by stage, time to convert, and revenue attributed to automated journeys.
• Collaborate with Sales and Customer Success to ensure automated journeys support customer engagement, lead handover, and conversion.

What You Need

Non-negotiables

• Hands-on experience building and managing automated marketing journeys in HubSpot.
• Experience with behavioral triggers, workflow automation, segmentation, and lifecycle marketing.
• Experience maintaining lead scoring models and automated lead routing processes.
• Strong understanding of customer lifecycle stages, conversion funnels, and marketing automation principles.
• Experience analyzing journey performance using conversion, engagement, and revenue metrics.

Preferred Skills/expertise

• Experience designing multi-branch workflows across trial-to-paid, onboarding, winback, cart recovery, and at-risk customer journeys.
• Experience setting up A/B tests or controlled experiments for automated customer journeys.
• Knowledge of CRM data, ICP segmentation, value tiers, and behavioral engagement signals.
• Experience working cross-functionally with Sales and Customer Success teams.
• Strong analytical and problem-solving skills with the ability to identify automation opportunities and customer journey drop-off points.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply